Company Succession Planning in Kawartha Lakes

It’s your business and your legacy. Don’t let all your hard work go to waste.

It all starts with a conversation.

You’ve put a lot of hard work into making your business a success

And unfortunately, it only takes a second for it all to come undone.

It’s important to address the issue of company succession well in advance. While there are sentimental reasons behind planning early on and finding the right successor, there are plenty of practical reasons as well. Businesses that don’t plan ahead often experience high turnover rates since employees are uncertain about the future; if there isn’t a clear plan in place conflict can occur between employees; in the event that a sale does take place, you may take home far less than you should. Not to mention, taxes can be exorbitant if you don’t plan ahead.

You don’t have to personally experience anything we’ve just listed. Take action now to prevent it and solidify the future of your business.

Get advice and support from professionals with decades of experience.

Our team is composed of Certified Professional Accountants, professionals bookkeepers, and Trust & Estate Practitioners.

Here’s how we do it: 

We believe you should feel confident about the future

It’s time to stop feeling uncertain about your exit strategy. We can help you develop a plan that will set employees at ease and result in the best financial outcome for you.

It all starts with a conversation.